Plan today for a successful transition tomorrow.
Lay the groundwork today for the future of your business, your family and your retirement with a succession or transition plan.
Whether carefully staging retirement, transitioning to family, finding a new owner, developing and retaining management talent, or responding to the unthinkable, don’t leave your business continuity plan up to chance.
Start planning for that success today with the help of Wipfli's business transition group as your succession management partner.
Succession planning is the difference between a business stumbling or succeeding.
As your business succession planning partner, a team of multidisciplinary professionals will assemble to focus on your goals and priorities. We can provide integrated financial and business support, including:
Our team
Paul T. Lally
Leveraging more than 30 years of experience, Paul helps wealth and asset management firms navigate the growth and long-term success of their business. Paul has extensive knowledge of industry trends, the transformations going on within various companies and the realities of operating a privately-owned financial services firm in today’s market.
